Sheets Smith Wealth Management’s Workday WDAY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,492
| Closed | -$407K | – | 407 |
|
|
2024
Q1 | $407K | Buy |
1,492
+5
| +0.3% | +$1.36K | 0.05% | 284 |
|
|
2023
Q4 | $411K | Sell |
1,487
-96
| -6% | -$26.5K | 0.06% | 245 |
|
|
2023
Q3 | $340K | Buy |
+1,583
| New | +$340K | 0.05% | 259 |
|
|
2022
Q1 | – | Sell |
-1,369
| Closed | -$374K | – | 389 |
|
|
2021
Q4 | $374K | Hold |
1,369
| – | – | 0.05% | 274 |
|
|
2021
Q3 | $342K | Hold |
1,369
| – | – | 0.05% | 274 |
|
|
2021
Q2 | $327K | Buy |
1,369
+1
| +0.1% | +$239 | 0.04% | 289 |
|
|
2021
Q1 | $340K | Hold |
1,368
| – | – | 0.05% | 259 |
|
|
2020
Q4 | $328K | Buy |
1,368
+134
| +11% | +$32.1K | 0.05% | 264 |
|
|
2020
Q3 | $265K | Buy |
+1,234
| New | +$265K | 0.05% | 250 |
|
|
2019
Q3 | – | Sell |
-2,723
| Closed | -$560K | – | 322 |
|
|
2019
Q2 | $560K | Sell |
2,723
-103
| -4% | -$21.2K | 0.12% | 186 |
|
|
2019
Q1 | $545K | Buy |
+2,826
| New | +$545K | 0.12% | 182 |
|
|
2018
Q4 | – | Sell |
-5,466
| Closed | -$798K | – | 323 |
|
|
2018
Q3 | $798K | Buy |
5,466
+82
| +2% | +$12K | 0.17% | 156 |
|
|
2018
Q2 | $652K | Buy |
5,384
+51
| +1% | +$6.18K | 0.15% | 160 |
|
|
2018
Q1 | $678K | Sell |
5,333
-109
| -2% | -$13.9K | 0.16% | 152 |
|
|
2017
Q4 | $554K | Buy |
5,442
+105
| +2% | +$10.7K | 0.13% | 186 |
|
|
2017
Q3 | $562K | Buy |
5,337
+2,444
| +84% | +$257K | 0.14% | 179 |
|
|
2017
Q2 | $281K | Buy |
+2,893
| New | +$281K | 0.07% | 249 |
|